In today’s evolving wealth management landscape, carving out a niche has become essential for standing out. As an executive recruiting firm immersed in this industry, we see firsthand how specialization can distinguish top professionals. Clients today increasingly seek customized solutions that align with their unique financial situations, values, … [Read more...]
How to Handle Employment Gaps in Your Resume
Employment gaps on a resume may seem daunting, but they don't have to stand in the way of your next opportunity. With the right perspective, these gaps can be reframed as meaningful experiences that have enriched your professional journey. By adopting a strategic approach, you can confidently address these gaps and transform them into a unique … [Read more...]
Mastering Your Job Interview: Essential Tips for Success
Navigating the job interview process can be overwhelming, but with the right strategy, it’s an opportunity to stand out. Whether it’s your first interview or your hundredth, these tips will help you make a lasting impression and move closer to landing the role. By strategically positioning yourself, you can highlight both your qualifications and … [Read more...]
Making the Switch from an Accounting/Law Firm into Wealth Management
Transitioning into wealth management from a career in accounting or law offers new opportunities and exciting challenges. The skills necessary for success in a law or accounting firm transfer seamlessly into the wealth management field, setting the stage for professionals to thrive. This change opens doors to a more client-focused environment, free … [Read more...]
Feeling Under-motivated these days?
“I’m just not feeling all that motivated right now.” It would be unrealistic for everyone to feel motivated all of the time. Sometimes you need a little spark to jumpstart your motivation. Here are a few tricks to get you started. Think about the ultimate impact of the work you do. It might be hard to see the end result when you’re plugging … [Read more...]
How to know when it’s time to change careers
Did you know exactly what you wanted to be when you grew up? If so, you’re among the lucky few. For most people, it’s a process. Professional life is about learning, and not just learning more skills. It’s also about learning about yourself. You might realize it’s time to think about a new job or even a career switch when you lose interest in … [Read more...]
What separates the dreamers from the doers?
What separates the dreamers from the doers? Warren Buffet says there are 4 “common sense” practices that are still not “common practice” for everyone. 1. Pick your friends wisely 2. Go to bed a little smarter each day 3. Improve your communication skills 4. Say no Inc. Magazine says, “Buffett learned a long time ago that the greatest … [Read more...]
How to Optimize your LinkedIn Profile
Here you are on LinkedIn, actively looking for a new role. But are you using keywords the right way? Recruiters often search for candidates in their network by specific clues: Headline — This is your chance to shine. Go beyond your basic job title and use specific keywords related to your search. Think about things you want, such as type … [Read more...]
True leaders harness these 5 components of emotional intelligence
What makes a leader, a leader? Ask ten different people and you’ll get ten different answers. Here’s one list of potent leadership traits from the Harvard Business Review, it lists five emotional intelligence traits effective leaders must possess. 1. Self-awareness — which can look like self-confidence, to a degree, but includes a realistic … [Read more...]
Video Interview Tips
Some of us were born to video interview. Others could use some practice. If you’re in the latter camp, here are a few important tips before you launch Zoom or Skype or another tool du jour for your next job interview on screen. 1. Always test your technology in advance. Enlist a friend to help you test your video chat connection. 2. Make … [Read more...]
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